How to hire a document management consultant

How to hire a document management consultant, step by step

Here's a step-by-step document management consultant hiring guide:

• Step 1: Identify your hiring needs
• Step 2: Create an ideal candidate profile
• Step 3: Make a budget
• Step 4: Write a document management consultant job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new document management consultant
• Step 8: Go through the hiring process checklist

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1. Identify your hiring needs

   Before you start hiring a document management consultant, identify what type of worker you actually need. Certain positions might call for a full-time employee, while others can be done by a part-time worker or contractor.

   Determine employee vs contractor status

   Is the person you're thinking of hiring a US citizen or green card holder?

   Yes

   No

   You should also consider the ideal background you'd like them a document management consultant to have before you start to hire. For example, what industry or field would you like them to have experience in, what level of seniority or education does the job require, and how much it'll cost to hire a document management consultant that fits the bill.

   Here's a comparison of document management consultant salaries for various roles:

   Type of Document Management Consultant	Description	Hourly rate
   Document Management Consultant	Management analysts, often called management consultants, propose ways to improve the efficiency of an organization. They advise managers on how to make organizations more profitable through reduced costs and increased revenues.	$18-60
   Analyst	Analysts are employees or individual contributors with a vast experience in a particular field that help the organization address challenges. They help the organization improve processes, policies, and other operations protocol by studying the current processes in place and determining the effectiveness of those processes... Show more	$25-47
   Consultant	Consultants are individuals who were tapped by a company or an organization to work on a specific activity, depending on their field of expertise. They act as guides for the organization in undertaking projects that are related to their field... Show more	$27-51

   Show more

2. Create an ideal candidate profile

   Common skills:

   • SharePoint
   • Sops
   • Configuration Management
   • Product Solutions
   • ECM
   • CDI
   • Training Materials
   • Xerox
   • Isda
   • User Interface
   • CAD
   • Business Process
   • IRS
   • PowerPoint

   Check all skills

   Responsibilities:

   • Used RoboHelp to write online help for system admin tool that enables electric utilities to manage customers' energy management systems.
   • Manage a team responsible for designing service-orient application architecture, standards and best practices guidelines, security and data access frameworks.
   • Perform readiness assessments and audits in preparation of FDA PAI inspections.
   • Specialize in OnBase (ECM), scanning solutions and application integration.
   • Analyze schedules, credit support annexes and additional documentation under the ISDA.
   • Participate in responsiveness, privilege, and QC reviews on all assignments.

3. Make a budget

   Including a salary range in your document management consultant job description is one of the best ways to attract top talent. A document management consultant can vary based on:

   • Location. For example, document management consultants' average salary in utah is 43% less than in alaska.
   • Seniority. Entry-level document management consultants 69% less than senior-level document management consultants.
   • Certifications. A document management consultant with certifications usually earns a higher salary.
   • Company. Working for an established firm or a new start-up company can make a big difference in a document management consultant's salary.

   Average document management consultant salary

   $70,182yearly

   $33.74 hourly rate

   ---

   Entry-level document management consultant salary

   $39,000 yearly salary

   Updated December 17, 2025

4. Writing a document management consultant job description

   A document management consultant job description should include a summary of the role, required skills, and a list of responsibilities. It's also good to include a salary range and the first name of the hiring manager. To help get you started, here's an example of a document management consultant job description:

   Document management consultant job description example

   Time Type: Full time
   Minimum Clearance Required to Start: DOJ MBI
   
   Employee Type: Regular
   
   Percentage of Travel Required: Up to 10%
   
   Type of Travel: Local
   
   What You'll Get to Do
   
   Provide Case Support to the Fraud Section of the Criminal Division. You'll work closely with the Section's trial attorneys in a fast-paced setting and assist them in the investigation and prosecution of fraud, up to and including in-courtroom trial support. Ideal opportunity for an individual just beginning their career in the legal field. You will learn in hands-on, immersive environment which demands a commitment to both individual tasks and the overall mission of the Section.
   
   More About the Role
   Perform legal and administrative duties as requested by attorneys for Fraud Section investigations and trials. Assist with case organization and maintenance; plays integral role in preparing team for witness interviews, discovery, and trials. Provide in-courtroom assistance, exhibit collection and review, and legal research as needed based on trial demands. Utilize eDiscovery platforms to perform document review, communicating detailed summaries and analyses of findings. Cultivate and maintain positive relationships with DOJ components, Federal agencies, counsel, and others as needed. Organize and prioritize numerous tasks effectively and completes tasks under strict time constraints. Work on multiple cases simultaneously and multi-task with minimal supervision. Log and organize incoming and outgoing discovery productions. Proofread material as needed for contextual, grammatical, and formatting errors. Summarize articles, reports, witness statements. Review documents for relevance according to established guidelines and criteria.
   
   You'll Bring These Qualifications
   Three years of experience on major litigation support projects or undergraduate degree. Highly organized and demonstrated ability to work independently in a team environment. Must have excellent writing skills and oral communication capabilities. Requires hands-on familiarity with the Government's office and network environment. A knowledgeable user of the Government's office and network environment, including but not limited to, word processing, spreadsheet, imaging, and hardware systems. Deliver consistent high-quality work product in a deadline driven environment under extreme pressure. Proficiency with Microsoft Office Suite of applications and Adobe Acrobat. Familiarity with ESI tools and knowledge of eDiscovery procedures and resources Familiarity with the Criminal Justice system. Persistent, diligent attitude towards work assignments. DOJ MBI must be obtainable (US Citizenship required).
   
   These Qualifications Would Be Nice to Have
   Automated litigation support experience. Ability to perform quality control analysis and report any issues with data. Ability to work in a deadline-driven, fast-paced environment. Excellent attention to detail and ability to perform tasks accurately and quickly. Customer-focused, congenial, professional attitude for working on-site with government clients. eDiscovery experience and demonstrated ability to manage multiple tasks similar to the duties and responsibilities described. Document review and Relativity experience.
   
   What We Can Offer You:
   
   - We've been named a Best Place to Work by the Washington Post.
   
   - Our employees value the flexibility at CACI that allows them to balance quality work and their personal lives.
   
   - We offer competitive benefits and learning and development opportunities.
   
   - We are mission-oriented and ever vigilant in aligning our solutions with the nation's highest priorities.
   
   - For over 60 years, the principles of CACI's unique, character-based culture have been the driving force behind our success.
   
   Company Overview: At CACI, you will have the opportunity to make an immediate impact by providing information solutions and services in support of national security missions and government transformation for Intelligence, Defense, and Federal Civilian customers. CACI is an Equal Opportunity Employer - Females/Minorities/Protected Veterans/Individuals with Disabilities.
   
   As a federal contractor, CACI is subject to any federal vaccine mandates or other customer vaccination requirements. All new hires are required to report their vaccination status.

   Copy this example

   

5. Post your job

   To find document management consultants for your business, try out a few different recruiting strategies:

   • Consider internal talent. One of the most important talent pools for any company is its current employees.
   • Ask for referrals. Reach out to friends, family members, and your current work to ask if they know any document management consultants they would recommend.
   • Recruit at local colleges. Attend job fairs at local colleges to recruit entry-level document management consultants with the right educational background.
   • Social media platforms. LinkedIn, Facebook, and Twitter have more than 3.5 billion users, and they're a great place for company branding and reaching potential job candidates.

   Post your job online:

   • Post your document management consultant job on Zippia to find and recruit document management consultant candidates who meet your exact specifications.
   • Use field-specific websites.
   • Post a job on free websites.

6. Interview candidates

   Your first interview with document management consultant candidates should focus on their interest in the role and background experience. As the hiring process goes on, you can learn more about how they'd fit into the company culture in later rounds of interviews.

   It's also good to ask about candidates' unique skills and talents to see if they match your ideal candidate profile. If you think a candidate is good enough for the next step, you can move on to the technical interview.

   The right interview questions can help you assess a candidate's hard skills, behavioral intelligence, and soft skills.

7. Send a job offer and onboard your new document management consultant

   Once you've decided on a perfect document management consultant candidate, it's time to write an offer letter. In addition to salary, it should include benefits and perks available to the employee. Qualified candidates may be considered for other positions, so make sure your offer is competitive. Candidates may wish to negotiate. Once you've settled on the details, formalize your agreement with a contract.

   It's also important to follow up with applicants who do not get the job with an email letting them know that the position is filled.

   To prepare for the new document management consultant first day, you should share an onboarding schedule with them that covers their first period on the job. You should also quickly complete any necessary paperwork, such as employee action forms and onboarding documents like I-9, benefits enrollment, and federal and state tax forms. Finally, Human Resources must ensure a new employee file is created for internal record keeping.

8. Go through the hiring process checklist

   • Determine employee type (full-time, part-time, contractor, etc.)
   • Submit a job requisition form to the HR department
   • Define job responsibilities and requirements
   • Establish budget and timeline
   • Determine hiring decision makers for the role
   • Write job description
   • Post job on job boards, company website, etc.
   • Promote the job internally
   • Process applications through applicant tracking system
   • Review resumes and cover letters
   • Shortlist candidates for screening
   • Hold phone/virtual interview screening with first round of candidates
   • Conduct in-person interviews with top candidates from first round
   • Score candidates based on weighted criteria (e.g., experience, education, background, cultural fit, skill set, etc.)
   • Conduct background checks on top candidates
   • Check references of top candidates
   • Consult with HR and hiring decision makers on job offer specifics
   • Extend offer to top candidate(s)
   • Receive formal job offer acceptance and signed employment contract
   • Inform other candidates that the position has been filled
   • Set and communicate onboarding schedule to new hire(s)
   • Complete new hire paperwork (i9, benefits enrollment, tax forms, etc.)

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